Restructuring and Shakeout in the Retail Industry and Intensifying Cross-Industry Competition
First written in FY2017-Q1. 24 of 31 entries say "Restated". Latest entry: FY2026.
Hokuyu Lucky moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 21 of 39 companies on the "Worse" side.
39 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The supermarket industry in Hokkaido has long been oversupplied, and competition with rival stores continues to intensify. From the perspective of food sellers, in addition to convenience stores, which have long been competitors, new competitors have emerged, including drugstores that have begun handling food in earnest and the rise of online supermarkets. Furthermore, from the perspective of customers' meals, prepared foods sold by food supermarkets compete with restaurants.」
The Company continues to recognize over-storing and intensifying cross-industry competition, including competition with convenience stores, drugstores, online supermarkets, and restaurants. - 2026-04-10WorsenedEarnings
「物価高騰の長期化や企業間の競争が業種・業態を越えて更に激化することに加え、人件費やエネルギーコストなどの各種経費について更なる増加が見込まれるなど、経営環境は厳しい状況が続くものと思われます。」
業種・業態を越えた競争激化について、「更に激化する」との見通しを示している。 - FY2026-H1RestatedAnnual report
「In the supermarket industry, the operating environment remains challenging and tests companies' ability to respond, amid intensifying competition across industries and business formats, increases in various expenses including labor costs, and changes in customers' price sensitivity and consumption trends resulting from rising prices.」
The Company continues to identify intensifying competition across industries and business formats as a factor contributing to its challenging operating environment. - FY2025RestatedAnnual report
「In the supermarket industry, consumers' focus on saving and defensive spending has increased due to rising prices, including persistently high rice prices since last summer and soaring vegetable prices. In addition, the operating environment remains challenging due to rising costs, including labor, water, utility and energy costs, and intensifying competition among companies across industries and business formats.」
The Company reaffirms intensifying competition across industries and business formats as a factor contributing to its challenging operating environment, alongside rising costs such as prices, labor costs, and water, utility and energy costs. - FY2025-H1RestatedAnnual report
「In the supermarket industry, in addition to intensifying competition across industries and business formats」
The Company continues to identify intensifying competition across industries and business formats as a factor contributing to its challenging operating environment. - FY2023WorsenedAnnual report
「The supermarket industry in Hokkaido has long been oversupplied, and competition with rival stores continues to intensify. From the perspective of food sellers, in addition to convenience stores, which have long been competitors, new competitors have emerged, including drugstores that have begun handling food in earnest and the rise of online supermarkets. Furthermore, from the perspective of customers' meals, prepared foods sold by food supermarkets compete with restaurants.」
In addition to conventional competition with drugstores and e-commerce operators, the Company explicitly identifies competition with online supermarkets and restaurants, broadening the range of competitors and areas of competition. - FY2023-Q3RestatedAnnual report
「While the industry has long been oversupplied and competition has been intense, more businesses outside the supermarket sector have begun handling food in recent years, and competition with other industries is also intensifying.」
The Company reaffirms the oversupplied market and challenging competitive environment and also mentions the growing number of businesses in other industries handling food and the intensification of cross-industry competition. - FY2023-Q2RestatedAnnual report
「In the supermarket industry, companies are required to adapt to the new lifestyle under COVID-19. While working to prevent the spread of COVID-19 infection, they continue to face changes in the operating environment, including intensifying competition from different industries such as e-commerce operators and drugstores, soaring energy and logistics costs, and consumers' growing focus on saving due to successive price increases.」
The Company continues to identify intensifying competition from different industries, including e-commerce operators and drugstores, as a factor contributing to its challenging operating environment. - FY2023-Q1RestatedAnnual report
「In the supermarket industry, companies are required to address intensifying competition, including competition from different industries such as e-commerce operators and drugstores, soaring energy and logistics costs, and consumers' growing focus on saving due to successive price increases, while adapting to the new lifestyle under COVID-19 and working to prevent the spread of COVID-19 infection, and the operating environment is expected to remain challenging.」
The Company continues to identify intensifying competition across industries, including competition from e-commerce operators and drugstores, as a factor contributing to its challenging operating environment. - FY2022-Q3RestatedAnnual report
「In the supermarket industry, the environment surrounding the industry has changed significantly, including a decline in the consumer and working-age populations due to the declining birthrate and aging population, changes in consumer purchasing behavior and work styles resulting from the COVID-19 pandemic, a growing focus on saving, and over-storing and intensifying competition across industries and business formats, and the situation is expected to remain unpredictable.」
The Company continues to identify the challenging competitive environment, including over-storing and intensifying competition across industries and business formats, as a challenge in its operating environment. - FY2022-Q2RestatedAnnual report
「In the supermarket industry, the environment surrounding the industry has changed significantly, including a decline in the consumer and working-age populations due to the declining birthrate and aging population, changes in consumer purchasing behavior and work styles resulting from the COVID-19 pandemic, a growing focus on saving, and over-storing and intensifying competition across industries and business formats, and the situation is expected to remain unpredictable.」
The Company continues to identify the challenging competitive environment, including over-storing and intensifying competition across industries and business formats, as a challenge in its operating environment. - FY2022-Q1RestatedAnnual report
「The environment surrounding the industry has changed significantly, including intensifying competition due to over-storing and competition across industries and business formats, and the situation is expected to remain unpredictable.」
The Company continues to identify over-storing and intensifying competition across industries and business formats as factors contributing to its challenging operating environment. - FY2021WorsenedAnnual report
「In addition, due to the sharp increase in contactless services such as food delivery and online shopping associated with the COVID-19 pandemic, competition for market share across business formats has intensified further, and the operating environment remains challenging.」
The Company states that competition for market share across business formats intensified further due to the sharp increase in contactless services such as food delivery and online shopping. - FY2021-Q3WorsenedAnnual report
「In addition, market-share competition is intensifying further due to the sharp increase in contactless services such as food delivery and online shopping associated with the COVID-19 pandemic, and the operating environment remains challenging.」
The Company states that market-share competition intensified further due to the sharp increase in contactless services such as food delivery and online shopping, in addition to conventional business alliances and industry consolidation. - FY2021-Q2RestatedAnnual report
「In addition, market-share competition is intensifying further as a result of business alliances regardless of whether the parties are in the same or different industries and industry consolidation, and the operating environment remains challenging.」
The Company continues to identify intensifying market-share competition against the backdrop of business alliances and industry consolidation as part of its challenging competitive environment. It states that there have been no material changes. - FY2021-Q1RestatedAnnual report
「In addition, market-share competition is intensifying further as a result of business alliances regardless of whether the parties are in the same or different industries and industry consolidation, and the operating environment remains challenging.」
The Company describes intensifying market-share competition against the backdrop of business alliances and industry consolidation as part of its continuing challenging operating environment. - FY2020WorsenedAnnual report
「In addition, market-share competition is intensifying further as industry consolidation progresses through business alliances regardless of whether the parties are in the same or different industries, the development of new business formats combining profitability and efficiency, and coordination between online shopping and home-delivery services, and the challenging operating environment is expected to continue.」
In addition to conventional competition among business formats and corporate shakeouts and consolidation, the Company identifies intensifying market-share competition resulting from business alliances, the development of new business formats, and coordination between online shopping and home-delivery services. - FY2020-Q3RestatedAnnual report
「Over-storing, intensifying competition among business formats, the expanding market share of home-delivery services, and corporate shakeouts and consolidation are accelerating.」
The Company continues to identify over-storing, competition among business formats, the expanding market share of home-delivery services, and corporate shakeouts and consolidation as challenges in the competitive environment. - FY2020-Q2RestatedAnnual report
「Over-storing, intensifying competition among business formats, the expanding market share of home-delivery services, and corporate shakeouts and consolidation are accelerating.」
The Company continues to identify over-storing, competition among business formats, the expanding market share of home-delivery services, and corporate shakeouts and consolidation as challenges in the competitive environment. - FY2020-Q1RestatedAnnual report
「In the supermarket industry, amid weak personal consumption due to concerns about an economic downturn, over-storing, intensifying competition among business formats, the expanding market share of home-delivery services, and corporate shakeouts and consolidation are accelerating.」
The Company continues to identify over-storing, competition among business formats, the expanding market share of home-delivery services, and corporate shakeouts and consolidation as factors contributing to its challenging competitive environment. - FY2019WorsenedAnnual report
「In the supermarket industry, amid weak personal consumption driven by consumers' increased focus on saving due to uncertainty over the outlook, over-storing, intensifying competition among business formats, the expanding market share of home-delivery services, and accelerating corporate shakeouts and consolidation are expected.」
In addition to the conventional intensification of competition across business formats, the Company identifies over-storing, the expanding market share of home-delivery services, and accelerating corporate shakeouts and consolidation as new aspects of the competitive environment. - FY2019-Q2RestatedAnnual report
「In the supermarket industry, competition across industry boundaries, including from drugstores and online shopping, is becoming increasingly intense」
The Company continues to identify intensifying cross-industry competition, including competition from drugstores and online shopping, as a challenge in its operating environment. - FY2019-Q1RestatedAnnual report
「In the supermarket industry, competition across industry boundaries, including from drugstores and online shopping, is becoming increasingly intense」
The Company continues to identify intensifying competition across industries, including competition from drugstores and online shopping, as a challenge in its operating environment. - FY2018RestatedAnnual report
「In the supermarket industry, competition across industry boundaries, including from drugstores and online shopping, is becoming increasingly intense」
The Company specifically identifies drugstores and online shopping as sources of cross-industry competition and continues to view intensifying competition as a challenge in its operating environment. - FY2018-Q3RestatedAnnual report
「The environment surrounding the retail industry is marked by increasingly intense competition across industry boundaries」
The Company continues to identify intensifying competition across industry boundaries as a factor contributing to its challenging operating environment. - FY2018-Q2RestatedAnnual report
「The environment surrounding the retail industry is marked by increasingly intense competition across industry boundaries」
The Company continues to identify intensifying competition, including competition from other industries, as a factor contributing to its challenging operating environment. - FY2018-Q1RestatedAnnual report
「The environment surrounding the retail industry is marked by increasingly intense competition across industry boundaries」
The Company continues to identify intensifying competition, including competition from other industries, as a factor contributing to its challenging operating environment. - FY2017RestatedAnnual report
「The supermarket industry faces numerous challenges, including accelerating consolidation and shakeout in the retail industry, intensifying competition across industries, adapting to a mature and shrinking market, securing human resources, and the delayed recovery in personal consumption, resulting in an increasingly challenging operating environment as companies compete for survival.」
The Company continues to identify industry consolidation and shakeout and intensifying competition across industries as factors contributing to its challenging operating environment. - FY2017-Q3RestatedAnnual report
「The supermarket industry faces numerous challenges, including accelerating consolidation and shakeout in the retail industry, intensifying competition across industries, adapting to a mature and shrinking market, securing human resources, and the delayed recovery in personal consumption, resulting in an increasingly challenging operating environment as companies compete for survival.」
The Company continues to identify consolidation and shakeout in the retail industry and intensifying competition across industries as factors contributing to its challenging operating environment. - FY2017-Q2RestatedAnnual report
「Accelerating consolidation and shakeout in the retail industry and intensifying competition across industries」
The Company continues to identify accelerating industry consolidation and shakeout and intensifying competition across industries as challenges. - FY2017-Q1First statedAnnual report
「Accelerating consolidation and shakeout in the retail industry and intensifying competition across industries」
The Company identifies accelerating industry consolidation and shakeout and intensifying competition across industries as challenges in its operating environment.